When a goal target has been met, or if a goal is no longer relevant, you'll want to complete it or archive it.
Completing and archiving goals helps to keep things organised and manageable.
There are restrictions on who can complete or archive a goal:
- Organisation goals can be completed or archived by an admin user
- Department goals can be completed or archived by an admin or department admin
- Team goals can be completed or archived by a Manager
- Personal goals can be completed or archived by the owner.
Please note: any completion or archived activity is recorded for the purposes of an audit trail.
Completing/archiving goals in Weekly10 for Web
Completing/archiving goals in Weekly10 for Microsoft Teams
On web:
- Click the Goals tab from within either the 'Me' or 'My Team' tabs.
- Find the goal to archive or complete, either by searching or filtering by scope and date.
- Select the ‘…’ and click 'Archive goal' or 'Complete goal' (only one will show depending on if the goal target has been reached or not).
- Confirm the choice when prompted.
On Microsoft Teams:
- Click the Goals tab from within either the 'Me' or 'My Team' tabs.
- Find the goal to archive or complete, either by searching or filtering by scope and date.
- Select the ‘…’ and click 'Archive goal' or 'Complete goal' (only one will show depending on if the goal target has been reached or not).
- Confirm the choice when prompted.